+70.5%
XIDV price history and return analytics
+35.3%
+35.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | +0.2% |
| 7D | -0.6% | -1.1% | +0.5% | +0.2% |
| 30D | +1.7% | -1.0% | +2.7% | +2.3% |
| 3M | +6.7% | +3.2% | +3.5% | +4.3% |
| 6M | +15.4% | +12.5% | +2.9% | +6.2% |
| YTD | +21.5% | +14.1% | +7.4% | +10.8% |
| 1Y | +27.9% | +18.9% | +9.0% | +13.4% |
| All | +70.5% | +35.3% | +35.1% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling